SAFE & SECURE FINANCIAL SOLUTIONS
Welcomes you
We are CERTIFIED INSURANCE AND INVESTMENT planner and advisor, working towards understanding your fundamental values, needs, and objectives to offer tailor-made solutions which suit your long- and short-term goals with a futuristic vision.
We place the utmost weight on the opinion of our clients and formulate strategies in accordance with fulfilling their goals, which results in a high rate of customer satisfaction and increases the yearly growth of our clientele.
We stand out in our ability to offer cutting-edge services to customers who are dispersed across several countries because of our competent team of lawyers, advocates, and support employees.
P. Sumathi, the company’s founder, began practicing this noble profession of “insurance and investment planning” in 2004. Since then, she has had several associations with people from diverse backgrounds and has had extensive conversations regarding their financial situation, needs, and objectives.
P.SUMATHI MDRT, CIP, CIRP
FOUNDER & DIRECTOR
In 2013, she has been awarded the MILLION DOLLER ROUND TABLE(MDRT) – as a member – a global recognition for Insurance Professionals. From then on until now, she has been receiving this honor consistently every year. Adding to her accolades, she also entered the prestigious GALAXY CLUB in 2021.
She is a stout believer in the phrase, “learning is a continuous process,” which nudged her to attend various training programmes and seminars. also completed the courses.
- CERTIFICATE IN INSURANCE PLANNING(CIP)
- CERTIFICATE IN INVESTMENT AND RETIREMENT PLANNING(CIRP)
offered by the Life Underwriters Guild of India (LUGI), which helped her acquire the calibre to foresee one’s future needs.
With 18 years of experience, she has the prowess to comprehend people’s thought processes to provide customized financial solutions for children’s education, Retirement Planning, Health Insurance, Dream Homes, and Life Risk Management.
OUR VISION
Bringing the future into focus in order to ensure its safety, security, and continued growth.
OUR MISSION
Assisting individuals in achieving financial independence in order to realize their goals begins with early, regular saving.
OUR VALUES
To outline the optimal strategy for our customers to achieve their ideal socioeconomic standing.
To put in the utmost effort to benefit our clients.
To guarantee the highest level of professionalism in our service delivery and to offer our ongoing assistance.
To meticulously safeguard client data, which fosters relationships with them.
Testimonials
The Financial Solutions Lab cultivates, supports, and scales innovative ideas that help improve financial health for people facing acute and persistent financial health challenges, including low to moderate income individuals and Business Men.
QUICK LINKS
ADDRESS
- No : 2/369, Poonamalle Trunk Road, Iyyappanthangal, Chennai - 600056.
- +91 9884388346
- Sumathi@safensecure.net.in
- sumathi_72001@yahoo.co.in
SOCIAL LINKS
Copyright © 2022 Safe and Secure Financial Solutions. All Rights Reserved
WEBSITE DESIGN AND MAINTAINED BY CLEMENCE WEB SOLUTIONS
ipsum dolor sit amet, consectetur adipiscing elit. Phasellus eleifend, leo vel facilisis maximus, est sapien tempus nisl, vestibulum porta leo velit a mauris. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Phasellus commodo dictum dignissim.
James Harrot Harroton Engineering